LAKE STREET PRIVATE WEALTH, LLC: INDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on INDA, newest first. How the timeline and the estimate are built.
LAKE STREET PRIVATE WEALTH, LLC held 0 INDA shares at 2026-03-31 per its 13F-HR filed 2026-04-13.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -100,481 shares
13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 100,481 sharesChange vs previous 13F -1,936 shares
0.66% of the 13F portfolio, value $5,430,984.
13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 102,417 sharesChange vs previous 13F +826 shares
0.69% of the 13F portfolio, value $5,331,858.
13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 101,591 sharesChange vs previous 13F -1,366 shares
0.8% of the 13F portfolio, value $5,656,614.
13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 102,957 sharesChange vs previous 13F +9,325 shares
0.86% of the 13F portfolio, value $5,300,237.
13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 93,632 sharesChange vs previous 13F +35,335 shares
0.79% of the 13F portfolio, value $4,928,793.
13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,297 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $3,412,123.
13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).